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this is what i’ve been SAYING

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drewfallon12
this is what i’ve been SAYING
BLUE BOTTLE COFFEE ACQUIRED BY LUCKIN FOR $400M A couple months ago, it was reported that Nestlé was exploring a sale of Blue Bottle Coffee - the property it invested ~$450m in to acquire a 68% stake in 2017. Fast forward 9 years later, & Luckin Coffee is acquiring Blue Bottle for just a touch less than the principal nestle invested. Prior to Nestle's acquisition, Blue Bottle had raised over $100m from the likes of Index Ventures, Google Ventures, and more. Philz Coffee & La Colombe Coffee Workshop also recently traded hands.
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BLUE BOTTLE COFFEE ACQUIRED BY LUCKIN FOR $400M A couple months ago, it was reported that Nestlé was exploring a sale of Blue Bottle Coffee - the property it invested ~$450m in to acquire a 68% stake in 2017. Fast forward 9 years later, & Luckin Coffee is acquiring Blue Bottle for just a touch less than the principal nestle invested. Prior to Nestle's acquisition, Blue Bottle had raised over $100m from the likes of Index Ventures, Google Ventures, and more. Philz Coffee & La Colombe Coffee Workshop also recently traded hands.
Introducing Fin: The world’s first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment “FIN” and I’ll send you an AI agent that saves 6-7 figures/year.
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Introducing Fin: The world’s first AI Chief Financial Officer. Fin outperforms humans 100% of the time. RT + Comment “FIN” and I’ll send you an AI agent that saves 6-7 figures/year.

starting a layoff email with “robinhoodies” is diabolical

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starting a layoff email with “robinhoodies” is diabolical

just paid an agency $6k for a deck and got a claude output 😭

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just paid an agency $6k for a deck and got a claude output 😭
FRUITIST RAISES $150M TO POWER THE NEXT WAVE OF HEALTHY SNACKING Fruitist has closed a $150M funding round led by J.P. Morgan Asset Management, with Ray Dalio doubling down on his stake, valuing the berry powerhouse at over $1B. The round also brought in Oaktree’s Steve Kaplan and Aliment Capital, bringing total equity raised to $443M. The snacking company - best known for its jumbo blueberries and new grab-and-go Snack Cups - generated more than $400M in revenue last year, with blueberry sales tripling as Fruitist expanded to 12,500+ stores across 40 countries, including Costco, Whole Foods, and Walmart. At a ~$1 billion valuation, Fruitist trades around 2.5x sales - a premium multiple in food, yet arguably warranted by its category leadership and growth profile.
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FRUITIST RAISES $150M TO POWER THE NEXT WAVE OF HEALTHY SNACKING Fruitist has closed a $150M funding round led by J.P. Morgan Asset Management, with Ray Dalio doubling down on his stake, valuing the berry powerhouse at over $1B. The round also brought in Oaktree’s Steve Kaplan and Aliment Capital, bringing total equity raised to $443M. The snacking company - best known for its jumbo blueberries and new grab-and-go Snack Cups - generated more than $400M in revenue last year, with blueberry sales tripling as Fruitist expanded to 12,500+ stores across 40 countries, including Costco, Whole Foods, and Walmart. At a ~$1 billion valuation, Fruitist trades around 2.5x sales - a premium multiple in food, yet arguably warranted by its category leadership and growth profile.

update: i told them this is obviously a claude output and that we want the 2 revisions promised in the SOW to be done by a human and they disconnected the slack channel 😩

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update: i told them this is obviously a claude output and that we want the 2 revisions promised in the SOW to be done by a human and they disconnected the slack channel 😩

lol wasn’t there a startup that raised a ton of money to do this like a month ago

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lol wasn’t there a startup that raised a ton of money to do this like a month ago
BATHHOUSE RAISES $35M FROM IMAGINARY VENTURES Bathhouse, the Brooklyn-born luxury bathhouse concept, has raised $35M in a round led by Imaginary Ventures, the consumer fund known for Glossier, Kosas and Skims. Founded in 2019 by real estate investor Travis Talmadge and hospitality operator Jason Goodman, Bathhouse's two NYC locations each span 35,000 sq ft with thermal pools, dry saunas, steam rooms, cold plunges, café, treatment rooms The capital gives Bathhouse a meaningful fundraising lead in a suddenly crowded category: - Bathhouse: $35M raised - Othership: ~$20M total (Series A + 2025 SAFE, with Shawn Mendes and SoulCycle co-founder Elizabeth Cutler backing) - Remedy Place: ~$5M raised at a reported $60M valuation Bathhouse’s expansion pipeline is aggressive. LA is next, followed by Chicago and Nashville, plus additional NYC-area locations.
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BATHHOUSE RAISES $35M FROM IMAGINARY VENTURES Bathhouse, the Brooklyn-born luxury bathhouse concept, has raised $35M in a round led by Imaginary Ventures, the consumer fund known for Glossier, Kosas and Skims. Founded in 2019 by real estate investor Travis Talmadge and hospitality operator Jason Goodman, Bathhouse's two NYC locations each span 35,000 sq ft with thermal pools, dry saunas, steam rooms, cold plunges, café, treatment rooms The capital gives Bathhouse a meaningful fundraising lead in a suddenly crowded category: - Bathhouse: $35M raised - Othership: ~$20M total (Series A + 2025 SAFE, with Shawn Mendes and SoulCycle co-founder Elizabeth Cutler backing) - Remedy Place: ~$5M raised at a reported $60M valuation Bathhouse’s expansion pipeline is aggressive. LA is next, followed by Chicago and Nashville, plus additional NYC-area locations.

sitting at hotel restaurant bars and the guys card next to me kept declining, so i offer to pick up his dinner He then proceeds to order a glass of champagne lol

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sitting at hotel restaurant bars and the guys card next to me kept declining, so i offer to pick up his dinner He then proceeds to order a glass of champagne lol
UNILEVER TO ACQUIRE GRUNS FOR UNDISCLOSED SUM IN HUGE VMS SPLASH Grüns, one of the best stories in CPG of the last decade, has been punctuated with a massive deal to Unilever. The VMS M&A wave is in the early innings! Financial terms weren't disclosed, but given Gruns' disclosed revenue, growth rate, and Unilever's annual stated M&A budget - it was definitely a big one. The Numbers  - Founded: August 2023 by Chad Janis (confirmed a chad)  - $100M ARR: May 2025 (month 21)  - $300M ARR: August 2025 (month 24)  - Last valuation: $500M (April 2025 funding round led by Headline)  - Profitable within 14 months of launch Price undisclosed, but the $500M valuation set the floor 12 months ago. With $300M+ ARR at the time of deal announcement, rough benchmarks: - Huel acquired by Danone for ~3.4x revenue - 2026 - Liquid I.V. / Unilever - ~2.6x revenue - 2020  - Dr. Squatch / Unilever ~3x revenue - 2025 - poppi // PepsiCo ~3x revenue - 2025 Unilever has been making an all in effort into personal care and wellness, with brands like Liquid I.V. & Nutrafol set to pass $1B in sales, UL is putting together a formidable wellness portfolio. Plus, they spent $1.5B on Dr. Squatch last year. Early investors include Sugar Capital, Vanterra Capital, and more.
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UNILEVER TO ACQUIRE GRUNS FOR UNDISCLOSED SUM IN HUGE VMS SPLASH Grüns, one of the best stories in CPG of the last decade, has been punctuated with a massive deal to Unilever. The VMS M&A wave is in the early innings! Financial terms weren't disclosed, but given Gruns' disclosed revenue, growth rate, and Unilever's annual stated M&A budget - it was definitely a big one. The Numbers  - Founded: August 2023 by Chad Janis (confirmed a chad)  - $100M ARR: May 2025 (month 21)  - $300M ARR: August 2025 (month 24)  - Last valuation: $500M (April 2025 funding round led by Headline)  - Profitable within 14 months of launch Price undisclosed, but the $500M valuation set the floor 12 months ago. With $300M+ ARR at the time of deal announcement, rough benchmarks: - Huel acquired by Danone for ~3.4x revenue - 2026 - Liquid I.V. / Unilever - ~2.6x revenue - 2020  - Dr. Squatch / Unilever ~3x revenue - 2025 - poppi // PepsiCo ~3x revenue - 2025 Unilever has been making an all in effort into personal care and wellness, with brands like Liquid I.V. & Nutrafol set to pass $1B in sales, UL is putting together a formidable wellness portfolio. Plus, they spent $1.5B on Dr. Squatch last year. Early investors include Sugar Capital, Vanterra Capital, and more.
from a VC
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from a VC

wow i realized how this scam works he ordered his food to go, so they tried charging him up front - whereas I was sitting down working and eating so I hadn’t gotten a bill yet When they gave him his food (&champagne) he sat down and ate it there lol so it wasn’t him pushing it it’s a legit scam

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wow i realized how this scam works he ordered his food to go, so they tried charging him up front - whereas I was sitting down working and eating so I hadn’t gotten a bill yet When they gave him his food (&champagne) he sat down and ate it there lol so it wasn’t him pushing it it’s a legit scam

he said ask me anything and then didn’t reply to one😂

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he said ask me anything and then didn’t reply to one😂

it’s very easy to tell who was cool in their teens/20s and who wasn’t by what they do once they get rich if they were cool, they disappear if the werent, they start validation-seeking posting online, generally around their wealth

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it’s very easy to tell who was cool in their teens/20s and who wasn’t by what they do once they get rich if they were cool, they disappear if the werent, they start validation-seeking posting online, generally around their wealth
GYMSHARK FOUNDER BEN FRANCIS IN TALKS TO BUY BACK GYMSHARK In 2020, Gymshark founder Ben Francis sold 21% of Gymshark to General Atlantic valued at 1.67B. Francis now is speaking to GA to acquire a portion back.  As competition in the space intensified and consumer spending repressed from soaring prices, Gymshark’s growth has slowed. The company’s revenue rose 6.5% to £647M in 2025 but pre-tax profits fell from £11.8M to £6.9M. Gymshark also went through a restructuring that cut hundreds of roles.
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GYMSHARK FOUNDER BEN FRANCIS IN TALKS TO BUY BACK GYMSHARK In 2020, Gymshark founder Ben Francis sold 21% of Gymshark to General Atlantic valued at 1.67B. Francis now is speaking to GA to acquire a portion back.  As competition in the space intensified and consumer spending repressed from soaring prices, Gymshark’s growth has slowed. The company’s revenue rose 6.5% to £647M in 2025 but pre-tax profits fell from £11.8M to £6.9M. Gymshark also went through a restructuring that cut hundreds of roles.

the CFO is always first to go

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the CFO is always first to go
OLIPOP TO RAISE $200M AFTER STALLED M&A TALKS WITH COCA COLA & REDBULL According to Axios, Morgan Stanley is advising on a $200m secondary for OLIPOP PBC after m&a talks didn’t turn into anything. Olipop funding history: • Series A: led by Monogram Capital Partners • Series B: $30M, led by Monogram Capital Partners valued Olipop at ~$200M (2022) • Series C: $50M, led by J.P. Morgan Private Capital Growth Equity Partners valued at $1.85B (Feb 2025) link in comments
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OLIPOP TO RAISE $200M AFTER STALLED M&A TALKS WITH COCA COLA & REDBULL According to Axios, Morgan Stanley is advising on a $200m secondary for OLIPOP PBC after m&a talks didn’t turn into anything. Olipop funding history: • Series A: led by Monogram Capital Partners • Series B: $30M, led by Monogram Capital Partners valued Olipop at ~$200M (2022) • Series C: $50M, led by J.P. Morgan Private Capital Growth Equity Partners valued at $1.85B (Feb 2025) link in comments
THE CONSUMER BRAND WORLD NEEDS ANOTHER PODCAST Why? Because there is no podcast focused on real BUSINESS & finance Today I am Introducing Making Cents - the first podcast focused on the finance side of consumer. Episode 1 JUST DROPPED with @AdamDraper, who is officially the biggest individual shareholder in @Allbirds after buying up over 5% of the stock quietly this year. If you follow me, you know I keep up with Allbirds religiously - so when I saw a filing of someone buying 5%, I got intrigued - the name of the buyer? 'Ghost Angel LLC' Upon further research, I discovered it was ADAM, a friend I had first met several years ago - so I had to get his story. Listen to episode 1 to hear Adam's thesis & why he bought millions in Allbirds stock, & tune in every week as I bring in a guest from the finance world to make cents of current events, M&A, consumer trends, and more. Now available on Spotify and YouTube
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THE CONSUMER BRAND WORLD NEEDS ANOTHER PODCAST Why? Because there is no podcast focused on real BUSINESS & finance Today I am Introducing Making Cents - the first podcast focused on the finance side of consumer. Episode 1 JUST DROPPED with @AdamDraper, who is officially the biggest individual shareholder in @Allbirds after buying up over 5% of the stock quietly this year. If you follow me, you know I keep up with Allbirds religiously - so when I saw a filing of someone buying 5%, I got intrigued - the name of the buyer? 'Ghost Angel LLC' Upon further research, I discovered it was ADAM, a friend I had first met several years ago - so I had to get his story. Listen to episode 1 to hear Adam's thesis & why he bought millions in Allbirds stock, & tune in every week as I bring in a guest from the finance world to make cents of current events, M&A, consumer trends, and more. Now available on Spotify and YouTube
ALLBIRDS SELLS TO AMERICAN EXCHANGE GROUP FOR $39 MILLION, The end of Allbirds - the silicon valley DTC darling that raised over $200m in private capital and peaked at a $4B valuation after its 2021 IPO. American Exchange Group (AXNY) is acquiring all assets and liabilities of Allbirds for $39 million. Allbirds will file a proxy seeking shareholder approval by April 24, wind down the public company, and distribute net proceeds to shareholders in Q3 2026. Shares up ~32% AH Market cap at time of deal: $26 million. Sale price: $39 million. 99% haircut from the 2021 peak valuation. Revenue peaked at $297.8 million in 2022. By 3Q25 run rate was sub $160m, down almost 50%. American Exchange Group is a wholesale-focused multi-brand accessories and footwear roll-up. Doing a deep dive on the collapse this week in my newsletter. RIP
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ALLBIRDS SELLS TO AMERICAN EXCHANGE GROUP FOR $39 MILLION, The end of Allbirds - the silicon valley DTC darling that raised over $200m in private capital and peaked at a $4B valuation after its 2021 IPO. American Exchange Group (AXNY) is acquiring all assets and liabilities of Allbirds for $39 million. Allbirds will file a proxy seeking shareholder approval by April 24, wind down the public company, and distribute net proceeds to shareholders in Q3 2026. Shares up ~32% AH Market cap at time of deal: $26 million. Sale price: $39 million. 99% haircut from the 2021 peak valuation. Revenue peaked at $297.8 million in 2022. By 3Q25 run rate was sub $160m, down almost 50%. American Exchange Group is a wholesale-focused multi-brand accessories and footwear roll-up. Doing a deep dive on the collapse this week in my newsletter. RIP

Drew Fallon (@drewfallon12) X Stats & Analytics

Drew Fallon (@drewfallon12) has 20.7K X followers with a 0.41% engagement rate over the past 12 months. Across 2.11K posts, Drew Fallon received 96.0K total likes and 25.3M impressions, averaging 45.4 likes per post. This page tracks Drew Fallon's performance metrics, top content, and engagement trends — updated daily.

Drew Fallon (@drewfallon12) X Analytics FAQ

How many X (Twitter) followers does Drew Fallon have?+
Drew Fallon (@drewfallon12) has 20.7K X (Twitter) followers as of September 2026.
What is Drew Fallon's X (Twitter) engagement rate?+
Drew Fallon's X (Twitter) engagement rate is 0.41% over the last 12 months, based on 2.11K posts.
How many likes does Drew Fallon get on X (Twitter)?+
Drew Fallon received 96.0K total likes across 2.11K posts in the last 12 months, averaging 45.4 likes per post.
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Drew Fallon's X (Twitter) content generated 25.3M total impressions over the last 12 months.
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